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Technology Stocks : Cymer (CYMI)
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To: mauser96 who wrote (3601)9/26/1997 9:29:00 PM
From: D.J.Smyth   of 25960
 
Lucius <<Semiconductor makers are not going to commit themselves to the risk of new technology unless they are convinced that the technology can be delivered on time, and they can be sure of this only if there is an adequate supply>>

CYMI Atkins stated that Semiconductors are already "committing" themselves. It is not an issue of "if" they are going to committ. They've already committed. It's history guy. If there is a supply problem, no one has told CYMI about it as they continue to fill orders as they receive them. 1% of the Semi market has been penetrated. This leaves 99% left. Even if CYMI acquires 4% of the market over the next year wouldn't that be a 400% increase from 1%. They've made a lot of money with 1%. What can be done with 4%? The main question for Semis was answered some time ago, i.e., is DUV cost efficient relative to current methods? and the total answer it yes. If I'm missing something here please let me know.
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